OpenAI Is Building Its Own AI Chip With Broadcom. Should Nvidia Investors Be Worried?

Shares of chipmaker Nvidia (NASDAQ: NVDA) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.On June 24, OpenAI and Broadcom (NASDAQ: AVGO) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piece of a sweeping plan the two unveiled last fall to deploy 10 gigawatts of OpenAI-designed accelerators between the second half of 2026 and the end of 2029. Headlines billed it as a direct strike at Nvidia.So should Nvidia investors be worried? A measured yes -- but probably less than the headlines suggest.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool